David Tittsworth, Longtime IAA Chief, Dies
By Melanie Waddell"David will be remembered as a passionate, dedicated, articulate, and effective advocate for the investment advisory community," IAA CEO Barr said.
January 07, 2020
Gundlach Sees Volatility 'Building,' Sanders as Democratic NomineeThe "bond king" weighs in on the different candidates and what the election results could turn on in 2020.
January 07, 2020
Fiduciary Trust Nabs $6B RIA Athena Capital AdvisorsAcquisition by Franklin Templeton subsidiary is expected to close in firm's second quarter.
January 07, 2020
RIAs Look to 2020, Say 'Bring It On'A TD Ameritrade survey found RIAs optimistic about both the economy and their practices.
January 07, 2020
Secure Act Quirk Opens a Tax Savings Window in IRAsPlanner and CPA Jeffrey Levine finds that declining to take a deduction could pay off later.
January 07, 2020
Dodd and Frank Say SEC's Reg BI Violates LawThey were among a group of current and former Democratic lawmakers who filed a brief saying the best-interest rule "cannot stand."
January 07, 2020
Business Groups Blast Massachusetts Fiduciary Plan as Comment Period EndsThe proposed rule raises "serious new legal and practical concerns" and should be delayed until after SEC Reg BI is implemented, they said.
January 06, 2020
Horizons Nasdaq-100 Index ETF Strategy Adjusted: Portfolio ProductsAlso, Advicent launches NaviPlan 19.3 financial planning software.